WIM
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WealthPlan Investment Management’s VirnetX Holding Corp VHC Stock Holding History

WealthPlan Investment Management’s Portfolio VHC Stock Details VHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-500
Closed -$15.5K – 574
2022
Q4 		$15.5K Hold
500
– – ﹤0.01% 390
2022
Q3 		$13K Buy
+500
New +$16.1K ﹤0.01% 370

Other funds holding VHC

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EWA
EP Wealth Advisors Torrance, California $20.3B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

WealthPlan Investment Management's VHC Position: Q1 2023 in Review

WealthPlan Investment Management sold out of VirnetX Holding Corp (VHC) in Q1 2023, closing a stake of 500 shares — an estimated $15.5K sold.

WealthPlan Investment Management first reported a position in VHC in Q3 2022 and held it in 2 quarters. The position peaked at $15.5K in Q4 2022. 70 funds tracked by Wall St. Rank hold VHC as of Q1 2023.

  • WealthPlan Investment Management reported no remaining VirnetX Holding Corp position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 500 VirnetX Holding Corp shares in Q1 2023, an estimated $15.5K.
  • WealthPlan Investment Management first reported a position in VirnetX Holding Corp in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's VirnetX Holding Corp position peaked at $15.5K in Q4 2022.
  • 70 funds tracked by Wall St. Rank held VirnetX Holding Corp as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.